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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $100,395 |
Filed as: IRON GATE GLOBAL ADVISORS LLC Service code 27 · EIN 47-2717610 | Advisory (Plan) | $79,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,692 | $44,897-18.3% | $85,063-56.9% | $199,874-81.6% |
| Participation rate | 50.5% | 45.7%+4.8pp | 67.5%-17.0pp | 72.0%-21.5pp |
| Annual return | 17.54% | 20.96%-3.4pp | 66.54%-49.0pp | 34.28%-16.7pp |
| Employer contribution / active EE | $920 | $1,365-32.6% | $2,727-66.3% | $3,036-69.7% |
| Participant deferral / active EE | $2,928 | $2,668+9.8% | $4,523-35.2% | $5,090-42.5% |
| Admin fee / account holder | $97 | $584-83.3% | $6,155-98.4% | $269-63.8% |